Overview
Discover how the integration of Shopify Made Easy and Loop Return with Salesforce streamlined refund order management and return processes for Munchkin Inc., a leading e-commerce company.
What You Need to Know
Munchkin runs a successful online store that is built on Shopify and they rely on Salesforce for its customer relationship management and order processing needs. They also leverage the loop return platform for managing their returns and exchanges.
Why It Matters
Effective management of refunds and returns reduces efforts and errors providing a seamless shopping experience for customers. Ensuring that all platforms work together harmoniously allows businesses to maintain high standards of customer service.
What HIC Did
HIC Global Solutions implemented their in-house Shopify-Salesforce connector app, Shopify Made Easy, to address these challenges and further customized it to sync order refunds, returns, and shipping data in Salesforce.
Overview
Discover how the integration of Shopify Made Easy and Loop Return with Salesforce streamlined refund order management and return processes for Munchkin Inc., a leading e-commerce company.
What You Need to Know
Munchkin runs a successful online store that is built on Shopify and they rely on Salesforce for its customer relationship management and order processing needs. They also leverage the loop return platform for managing their returns and exchanges.
Why It Matters
Effective management of refunds and returns reduces efforts and errors providing a seamless shopping experience for customers. Ensuring that all platforms work together harmoniously allows businesses to maintain high standards of customer service.
What HIC Did
HIC Global Solutions implemented their in-house Shopify-Salesforce connector app, Shopify Made Easy, to address these challenges and further customized it to sync order refunds, returns, and shipping data in Salesforce.
About the Client
Munchkin Inc. is a thriving e-commerce company specializing in baby and toddler products. Founded in Los Angeles, California in 1990, Munchkin has seen remarkable growth, expanding to operate in six offices across the globe.
With over 320 patents and 270 design and product awards, Munchkin manufactures innovative baby products and accessories that users love.
About the Client
Munchkin Inc. is a thriving e-commerce company specializing in baby and toddler products. Founded in Los Angeles, California in 1990, Munchkin has seen remarkable growth, expanding to operate in six offices across the globe.
With over 320 patents and 270 design and product awards, Munchkin manufactures innovative baby products and accessories that users love.
Challenges faced by the client
While managing these platforms together, the company faced several challenges as below
Complex Refund Processes:
Munchkin faced difficulties in handling refund orders within Salesforce, leading to inefficiencies and potential errors.
Data Synchronization Issues:
Syncing refunds with reduction orders across Shopify and Salesforce was cumbersome and prone to inconsistencies.
Return Order Tracking challenges:
Tracking and managing return orders within Salesforce was not streamlined, causing delays and confusion.
Inaccurate Shipping Information:
Displaying and managing shipping information accurately in Salesforce was a challenge, impacting customer satisfaction
Challenges faced by the client
While managing these platforms together, the company faced several challenges as below
Complex Refund Processes:
Munchkin faced difficulties in handling refund orders within Salesforce, leading to inefficiencies and potential errors.
Data Synchronization Issues:
Syncing refunds with reduction orders across Shopify and Salesforce was cumbersome and prone to inconsistencies.
Return Order Tracking challenges:
Tracking and managing return orders within Salesforce was not streamlined, causing delays and confusion.
Inaccurate Shipping Information:
Displaying and managing shipping information accurately in Salesforce was a challenge, impacting customer satisfaction
Challenges faced by the client
While managing these platforms together, the company faced several challenges as below
They were facing issues with
- Complex Refund Processes:
- Data Synchronization Issues:
- Return Order Tracking challenges:
- Inaccurate Shipping Information:
Munchkin faced difficulties in handling refund orders within Salesforce, leading to inefficiencies and potential errors.
Syncing refunds with reduction orders across Shopify and Salesforce was cumbersome and prone to inconsistencies.
Tracking and managing return orders within Salesforce was not streamlined, causing delays and confusion.
Displaying and managing shipping information accurately in Salesforce was a challenge, impacting customer satisfaction
Solutions Offered
When approached for the solutions, developers at HIC Global Solutions implemented their in-house Shopify -Salesforce connector app, Shopify Made Easy, to address their concerns. They further customized the application to adjust the sync ability of order refunds, returns, and shipping in Salesforce.
Refund Package Creation
Developers at HIC Global Solutions created a refund package within Shopify Made Easy to map fields for Transactions, Order Adjustments, and Refund Lines.
Three custom objects related to the Refund object were created: Order Adjustment, Transaction, and Refund Lines enabling better tracking and clarity.
Specific fields, such as “Total Tax” and “Total Tax Set Amount,” were displayed for easy access, providing a cohesive view of tax-related data.
Customization for Shipping Information Management
Field labels in the Shipping Line object were edited to ensure accurate shipping information.
Default fields created in the package were used to store shipping-related data effectively, ensuring accurate information was readily available.
Automatic Syncing of Refunds
The “If” condition was implemented in the Opportunity Trigger to automatically sync refunds with reduction orders when the Order checkbox in the Configuration object was set to false.
Loop Return Integration
The Loop Return integration was implemented using a custom return object and webhooks for synchronization, ensuring efficient tracking of return orders and data synchronization between systems.
Solutions Offered
When approached for the solutions, developers at HIC Global Solutions implemented their in-house Shopify -Salesforce connector app, Shopify Made Easy, to address their concerns. They further customized the application to adjust the sync ability of order refunds, returns, and shipping in Salesforce.
Refund Package Creation
Developers at HIC Global Solutions created a refund package within Shopify Made Easy to map fields for Transactions, Order Adjustments, and Refund Lines.
Three custom objects related to the Refund object were created: Order Adjustment, Transaction, and Refund Lines enabling better tracking and clarity.
Specific fields, such as “Total Tax” and “Total Tax Set Amount,” were displayed for easy access, providing a cohesive view of tax-related data.
Customization for Shipping Information Management
Field labels in the Shipping Line object were edited to ensure accurate shipping information.
Default fields created in the package were used to store shipping-related data effectively, ensuring accurate information was readily available.
Automatic Syncing of Refunds
The “If” condition was implemented in the Opportunity Trigger to automatically sync refunds with reduction orders when the Order checkbox in the Configuration object was set to false.
Loop Return Integration
The Loop Return integration was implemented using a custom return object and webhooks for synchronization, ensuring efficient tracking of return orders and data synchronization between systems.
Solutions Offered
When approached for the solutions, developers at HIC Global Solutions implemented their in-house Shopify -Salesforce connector app, Shopify Made Easy, to address their concerns. They further customized the application to adjust the sync ability of order refunds, returns, and shipping in Salesforce.
The solutions which we offered to them
- Refund Package Creation
- Customization for Shipping Information Management
- Automatic Syncing of Refunds
- Loop Return Integration
Developers at HIC Global Solutions created a refund package within Shopify Made Easy to map fields for Transactions, Order Adjustments, and Refund Lines.
Three custom objects related to the Refund object were created: Order Adjustment, Transaction, and Refund Lines enabling better tracking and clarity.
Specific fields, such as “Total Tax” and “Total Tax Set Amount,” were displayed for easy access, providing a cohesive view of tax-related data.
Field labels in the Shipping Line object were edited to ensure accurate shipping information.
Default fields created in the package were used to store shipping-related data effectively, ensuring accurate information was readily available.
The “If” condition was implemented in the Opportunity Trigger to automatically sync refunds with reduction orders when the Order checkbox in the Configuration object was set to false.
The Loop Return integration was implemented using a custom return object and webhooks for synchronization, ensuring efficient tracking of return orders and data synchronization between systems.
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